This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use case management in Microsoft Dynamics AX and in Enterprise Portal for Microsoft Dynamics AX to record, update, track, follow up on, and close issues that are raised by your customers, vendors, or employees, or that are created through your audit processes. By planning, tracking, and analyzing cases, you can develop efficient resolutions that can be used for similar issues.

The topics in this section provide information about setting up and using case management.

Case management

Store a knowledge article

Create a case

Add details to a case

Change the case association of an entity record

Rank a knowledge article

Close a case

(USA) Accept case requests online with Sites Services

Assign security roles to case category types

About product change cases

Create a product change case